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Episode 119: Emails, The Iowa Corn Song And Our Weekly Portfolio Reviews As Of September 10, 2021

Risk Parity Radio

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How to Calculate Performance of a Portfolio

Brian: Can you explain in a little more detail how you calculate performance of each portfolio specifically when it comes to taking distributions? Does the performance percentage ignore the distribution? And Brian is referring to the performance metrics that we provide on the portfolios page at the website riskparryradio.com. Well, I like to do the job right. There are several performance metrics there. The monthly ones that you see in the little table at the top, those are all just from fidelity.

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